Engaging the Next Generation and Focusing on Referrals

Mike Byrnes, President of Byrnes Consulting, LLC, gave a keynote address at Cantella & Co., Inc’s national conference on the topic of “Wow Your Clients! Raising the Client Service Bar to New levels to Create Fanatics.”

While he was there he covered the conference and wrote two articles for Financial Advisor.

How To Focus On Referrals
Learn why a consistent strategy and process for referrals is needed to deliver the strong results. Get best practices, including having a plan, knowing the ideal client, creating a business culture and more.

How To Engage The Next Generation
Get tactics to better know your clients’ kids and grandkids, improve client relationships and take advantage of the huge wealth transfer that is going to take place in the coming decades.